Mokan Wealth Management Inc. Portfolio Holdings

Mokan Wealth Management Inc.

  • $179 Billion
  • Q2 2025

Mokan Wealth Management Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $12.4B, Spdr Bloomberg 1 3 Month T Bil with a value of $12.2B, Spdr Bloomberg 3 12 Month T Bi with a value of $11B, Broadcom Inc. with a value of $7.71B, and Vanguard Information Technolog with a value of $6.81B.

Examining the 13F form we can see an increase of $13B in the current position value, from $166B to 179B.

Mokan Wealth Management Inc. is based out at Overland Park, KS

Below you can find more details about Mokan Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
ETFs: $56.7 Billion
Technology: $27 Billion
Healthcare: $20.1 Billion
Consumer Defensive: $17.8 Billion
Financial Services: $15.1 Billion
Consumer Cyclical: $14.4 Billion
Industrials: $10.9 Billion
Energy: $7.14 Billion
Other: $9.74 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$7.71 Billion 4.31% of portfolio
27,948
Q2 2025 Reduced 11.32%
$641B
$6.59 Billion 3.68% of portfolio
13,561
Q2 2025 Added 0.29%
$3.72T
$6.01 Billion 3.36% of portfolio
12,084
Q2 2025 Reduced 19.47%
$3.77T
$5.79 Billion 3.24% of portfolio
28,210
Q2 2025 Added 2.54%
$214B
$4.7 Billion 2.63% of portfolio
59,389
Q2 2025 Added 32.5%
$2.43T
$4.68 Billion 2.61% of portfolio
21,321
Q2 2025 Reduced 13.4%
$278B
$4.23 Billion 2.37% of portfolio
43,311
Q2 2025 Added 3.97%
$117B
$4.09 Billion 2.29% of portfolio
45,617
Q2 2025 Reduced 13.19%
$230B
$3.47 Billion 1.94% of portfolio
11,884
Q2 2025 Added 8.7%
$372B
$3.4 Billion 1.9% of portfolio
18,297
Q2 2025 Added 21.49%
$426B
$3.29 Billion 1.84% of portfolio
20,828
Q2 2025 Reduced 0.54%
$1.46T
$3.16 Billion 1.77% of portfolio
17,845
Q2 2025 Reduced 15.94%
$231B
$2.99 Billion 1.67% of portfolio
22,007
Q2 2025 Added 11.94%
$433B
$2.85 Billion 1.59% of portfolio
2,878
Q2 2025 Added 9.1%
$325B
$2.74 Billion 1.53% of portfolio
8,785
Q2 2025 Added 63.87%
$378B
$2.44 Billion 1.36% of portfolio
15,319
Q2 2025 Added 13.7%
$463B
$2.16 Billion 1.21% of portfolio
14,115
Q2 2025 Added 18.96%
$145B
$2.15 Billion 1.2% of portfolio
19,352
Q2 2025 Added 18.87%
$68.7B
$2.15 Billion 1.2% of portfolio
17,997
Q2 2025 Added 20.45%
$24.7B
$2.13 Billion 1.19% of portfolio
9,140
Q2 2025 Added 4.74%
$27.6B
$2.11 Billion 1.18% of portfolio
12,735
Q2 2025 Added 20.05%
$197B
$2.09 Billion 1.17% of portfolio
15,826
Q2 2025 Added 30.36%
$17.1B
$2.01 Billion 1.13% of portfolio
6,471
Q2 2025 Added 15.0%
$178B
$1.51 Billion 0.84% of portfolio
9,494
Q2 2025 Added 14.93%
$41.5B
$1.45 Billion 0.81% of portfolio
9,779
Q2 2025 Added 21.57%
$562B
$1.45 Billion 0.81% of portfolio
4,072
Q2 2025 Added 7.02%
$19.8B
$1.44 Billion 0.8% of portfolio
12,566
Q2 2025 Added 17.45%
$557B
$1.42 Billion 0.79% of portfolio
2,526
Q2 2025 Added 6.27%
$80.5B
$1.41 Billion 0.79% of portfolio
5,718
Q2 2025 Added 15.66%
$31.1B
$1.37 Billion 0.77% of portfolio
13,013
Q2 2025 New
$14.9B
$1.38 Billion 0.77% of portfolio
9,603
Q2 2025 New
$25.7B
$1.37 Billion 0.76% of portfolio
12,006
Q2 2025 New
$75.8B
$1.32 Billion 0.74% of portfolio
3,714
Q2 2025 Added 20.35%
$48.4B
$1.3 Billion 0.73% of portfolio
8,929
Q2 2025 Added 7.26%
$13.6B
$1.31 Billion 0.73% of portfolio
7,489
Q2 2025 New
$159B
$1.26 Billion 0.71% of portfolio
4,221
Q2 2025 New
$70.1B
$1.24 Billion 0.69% of portfolio
7,933
Q2 2025 Added 10.23%
$1.43T
$1.14 Billion 0.64% of portfolio
6,470
Q2 2025 Added 2.68%
$223B
$868 Million 0.48% of portfolio
5,942
Q2 2025 Reduced 0.4%
$276B
$778 Million 0.44% of portfolio
11,217
Q2 2025 Added 9.15%
$120B
$765 Million 0.43% of portfolio
1,654
Q2 2025 Added 5.28%
$24.2B
$752 Million 0.42% of portfolio
7,784
Q2 2025 Reduced 58.07%
$183B
$711 Million 0.4% of portfolio
16,435
Q2 2025 Added 9.35%
$94B
$717 Million 0.4% of portfolio
2,604
Q2 2025 Reduced 64.21%
$15.6B
$686 Million 0.38% of portfolio
3,818
Q2 2025 Added 13.5%
$17.9B
$674 Million 0.38% of portfolio
12,018
Q2 2025 Added 14.74%
$73.4B
$678 Million 0.38% of portfolio
14,984
Q2 2025 Added 13.22%
$31.9B
$681 Million 0.38% of portfolio
20,889
Q2 2025 Added 14.93%
$70.3B
$668 Million 0.37% of portfolio
7,353
Q2 2025 Added 14.69%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $179 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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